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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,553 | $64,348-83.6% | $90,162-88.3% | $70,131-85.0% |
| Participation rate | 85.2% | 70.4%+14.7pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 28.50% | 28.13%+0.4pp | 34.88%-6.4pp | 73.14%-44.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,162 | $4,389+40.4% | $5,287+16.5% | $3,332+85.0% |
| Admin fee / account holder | $1,169 | $3,944-70.3% | $5,943-80.3% | $4,645-74.8% |